- Log in to your Desktop Broker account and hover over 'My Account'
- Click on 'Forms' and select the 'Issuer Sponsored Conversion Request' form.
- Fill in the form with the clients account name and number.
- In the next section, fill in the name and address as per their Dividend/Share registry statement
- Fill in your Desktop Broker account HIN
- Fill in the table with your respective securities.
- Sign and date the document at the bottom
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